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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheila? Claim Your ProfileSheila Stanton is an investment advisor representative at Westwood Global Investments. Sheila is a registered investment advisor in Massachusetts. Sheila has over 20 years of experience in the financial industry, and she is committed to providing her clients with personalized investment advice. Sheila holds the Series 6, 7, 24, and 66 licenses. She is also a Registered Representative in MA, and she has previously been registered with Winslow, Evans & Crocker, Inc. and Funds Distributor, Inc. among others. Sheila's career spans a number of investment firms, with a focus on providing high quality financial services to clients. She is able to provide investment advice for Individuals, Businesses, Pooled Investment Vehicles, and Investment Companies.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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2
MA
07/28/2005 - Present
Westwood Global Investments (BOSTON MA)
MA
09/10/2002 - 05/28/2003
WINSLOW, EVANS & CROCKER, INC. (BOSTON MA)
ME
01/19/2001 - 04/27/2001
FUNDS DISTRIBUTOR, INC. (PORTLAND ME)
NY
09/01/1994 - 02/18/1999
REICH & TANG DISTRIBUTORS, INC. (NEW YORK NY)
MA
09/15/1993 - 08/30/1994
NEW ENGLAND FUNDS, L.P. (BOSTON MA)
NA
03/11/1992 - 09/15/1993
TNE INVESTMENT SERVICES CORPORATION
MA
10/31/1989 - 08/23/1990
TRIUMPH CORPORATE FINANCE GROUP INC. (BOSTON MA)
BOTH
Issued 07/22/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/04/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/1995
Series 24 - General Securities Principal Examination
BC
Issued 01/18/1994
Series 7 - General Securities Representative Examination
BC
Issued 06/06/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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